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Another Judder in Geopolitics.
Blain’s Morning Porridge, January 5th 2026 – Another Judder in Geopolitics.
“When America brings its full capabilities to bear, no tyrant is beyond reach.”
Concepts about global law and order were left by the wayside over the weekend – Trump’s administration delivered what it said it would in terms of America First, Western Hemisphere focus. Do Venezuela and Iran raise or diminish the risks of Global Conflict in 2026. What comes next?
Happy New Year. Let’s hope it is a good and prosperous one…. The signals are looking mixed.
My bear-scenario outlook for 2026 markets was based around a…
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